ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 108 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,714 | -8.4% | 1,360 | -2.2% | 0.00% | – |
| Q2 2023 | $57,559 | +6.2% | 1,390 | 0.0% | 0.00% | – |
| Q1 2023 | $54,182 | +8.2% | 1,390 | 0.0% | 0.00% | – |
| Q4 2022 | $50,096 | +2.2% | 1,390 | -1.8% | 0.00% | – |
| Q3 2022 | $49,000 | +19.5% | 1,416 | +22.1% | 0.00% | – |
| Q2 2022 | $41,000 | -19.6% | 1,160 | +0.9% | 0.00% | – |
| Q1 2022 | $51,000 | -10.5% | 1,150 | 0.0% | 0.00% | – |
| Q4 2021 | $57,000 | 0.0% | 1,150 | -1.0% | 0.00% | – |
| Q3 2021 | $57,000 | -13.6% | 1,162 | -9.1% | 0.00% | – |
| Q2 2021 | $66,000 | +3.1% | 1,278 | +500.0% | 0.00% | – |
| Q1 2021 | $64,000 | -1.5% | 213 | 0.0% | 0.00% | – |
| Q4 2020 | $65,000 | +27.5% | 213 | 0.0% | 0.00% | – |
| Q3 2020 | $51,000 | – | 213 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |